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Primerica
PRI

310 hedge funds and large institutions have $4.84B invested in Primerica in 2019 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 88 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

599% more call options, than puts

Call options by funds: $6.93M | Put options by funds: $992K

100% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 24

5% more funds holding

Funds holding: 296 → 310 (+14)

2% more capital invested

Capital invested by funds: $4.74B → $4.84B (+$107M)

0.51% more ownership

Funds ownership: 88.9% → 89.41% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

26% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 119

Holders
310
Holders Change
+14
Holders Change %
+4.73%
% of All Funds
6.11%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
48
Increased
88
Reduced
119
Closed
24
Calls
$6.93M
Puts
$992K
Net Calls
+$5.94M
Net Calls Change
+$3.64M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.7M
2
Fidelity International
Fidelity International
Bermuda
+$13M
3
UBS AM
UBS AM
Illinois
+$11M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.65M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$8.06M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$26.9M
2
BWA
Brave Warrior Advisors
New York
-$21.2M
3
BAMCO Inc
BAMCO Inc
New York
-$14.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$9.61M
5
State Street
State Street
Massachusetts
-$9.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Man Group
26
Man Group
United Kingdom
$38.8M -$1.34M -10,369 -3%
QCMNJ
27
Quantum Capital Management (New Jersey)
New Jersey
$32.8M +$1.4M +10,806 +4%
N
28
Nuveen
North Carolina
$30.6M -$6.77M -52,429 -18%
Brown Advisory
29
Brown Advisory
Maryland
$29.9M -$5.04M -39,030 -15%
Bank of America
30
Bank of America
North Carolina
$28.7M +$3.14M +24,312 +12%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$27.9M +$2.07M +16,003 +8%
Macquarie Group
32
Macquarie Group
Australia
$26.6M +$1.04M +8,034 +4%
JP Morgan Chase
33
JP Morgan Chase
New York
$24.2M -$2.33M -18,040 -9%
Principal Financial Group
34
Principal Financial Group
Iowa
$24.2M -$332K -2,573 -1%
RJA
35
Raymond James & Associates
Florida
$22.5M +$911K +7,054 +4%
UBS AM
36
UBS AM
Illinois
$22.3M +$11M +85,205 +100%
Royal London Asset Management
37
Royal London Asset Management
United Kingdom
$18.3M +$377K +2,922 +2%
PFO
38
Pathstone Family Office
New Jersey
$17.8M -$355K -2,750 -17%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$14.8M -$278K -2,153 -2%
WC
40
Walthausen & Co
New York
$14.7M -$1.06M -8,216 -7%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$14.6M +$652K +5,048 +5%
Millennium Management
42
Millennium Management
New York
$14.5M -$7.45M -57,671 -34%
First Trust Advisors
43
First Trust Advisors
Illinois
$14.4M +$3.12M +24,148 +28%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$14.3M +$1.18M +9,101 +9%
HW
45
Hancock Whitney
Mississippi
$14M -$1.4M -10,841 -9%
Barclays
46
Barclays
United Kingdom
$13.1M -$5.55M -43,015 -30%
AllianceBernstein
47
AllianceBernstein
Tennessee
$12.4M +$19.4K +150 +0.2%
Stifel Financial
48
Stifel Financial
Missouri
$12.1M +$885K +6,852 +8%
CS
49
Credit Suisse
Switzerland
$11.4M +$4.62M +35,755 +70%
PP
50
Prospector Partners
Connecticut
$11.3M -$1.43M -11,100 -11%
1
2
3 4 5

PRI Hedge Fund Activity: Q4 2019 in Review

310 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Primerica (PRI) for Q4 2019, worth a combined $4.84B — up 2.3% from $4.74B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PRI positions and 24 closed out — a net gain of 24 holders — while 88 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $18.7M. The largest seller was Ameriprise, cutting an estimated $26.9M.

  • 310 institutional investors held Primerica (PRI) as of Q4 2019, up from 296 in Q3 2019.
  • Funds reported $4.84B of Primerica stock for Q4 2019, up 2.3% quarter-over-quarter.
  • 48 funds opened new Primerica positions in Q4 2019 and 24 closed out, a net change of +24 holders.
  • The largest Primerica buyer in Q4 2019 was Fidelity Investments, an estimated $18.7M added.
  • The largest Primerica seller in Q4 2019 was Ameriprise, an estimated $26.9M sold.

Based on aggregated 13F filings for Q4 2019.